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Learn MoreNow it’s easier than ever to manage holdings on an individual client level. Building off our recent release and based on your feedback, we added the All Holdings page to the Advanced Fact Finder. So you can quickly manage and ensure the accuracy of client holdings from within the Advanced Fact Finder.
The new All Holdings tab is accessible through Advanced Facts > Assumptions > Investment > All Holdings. When the client is using Advisor Assumptions the holdings data in the Fact Finder – All Holdings tab will be read-only. Select Edit Advisor Assumptions to navigate to the full All Holdings page edit on a client level by selecting Create Client Assumptions.
Check out the updated Client Assumptions – Investment page below to see where to access the tab.
In addition, next month we’ll be discontinuing the Unclassified Holdings and Security Overrides pages now that they’ve been made redundant by the functionality available through the All Holdings page.
Questions? Give us a call at 888-362-8482 or send us an email.